+32.2%
HPQ vs WMB
+282.7%
-250.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.8% | -5.1% |
| 7D | -0.5% | +0.8% | -1.3% | -0.7% |
| 30D | +3.7% | +7.7% | -4.0% | +1.4% |
| 3M | +24.3% | +6.7% | +17.6% | +21.4% |
| 6M | +64.8% | +3.6% | +61.1% | +61.8% |
| YTD | +43.9% | +28.0% | +15.9% | +30.4% |
| 1Y | +11.7% | +37.6% | -26.0% | -2.1% |
| 3Y | +19.7% | +149.0% | -129.4% | -23.2% |
| 5Y | +32.2% | +285.3% | -253.1% | -31.9% |
| All | +32.2% | +282.7% | -250.5% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling